Person Accounts are a combination of the Account and Contact record. The Account record type controls if Salesforce displays and processes the Account as a Person Account or Business Account. Salesforce has special processing for Person Accounts, so they can be tricky to process. Super Clone Pro can clone Person Accounts and related records. The only requirement is that the Account’s standard ‘Name’ field have a field action set as […]

Cloning hierarchies of records can run into challenges when records in the hierarchy reference each another. Lookup filters can add complexity to logic needed to clone references. Super Clone Pro can help connect record references when cloning a hierarchies of records. If a record references another record lower in the hierarchy, Super Clone Pro will update that parent’s lookup reference field after the child record is inserted. If a child […]

Sometimes heavy processing requires running Apex logic asynchronously to avoid reaching Salesforce processing limits. Below is an example of how run Super Clone Pro’s methods to Clone a hierarchy or Copy child records in a batch Apex job. Both batch examples accept parameters of which records should be processed. The batch query selects records to process based on the Ids that were received. The class implements stateful, so it may […]

URL custom buttons can be used for both Salesforce Classic and Lightning. However, sometimes extra logic or validations need to be added before the Super Clone Pro page is loaded. In Classic, this could be done with a Javascript custom button. In Lightning, we need to use a different approach because Lightning doesn’t support Javascript buttons. Below is an example of how to use a Lightning Component in a Quick […]